$35MM AUM | $220,000 GDC in Salt Lake City, UT

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Salt Lake City, UT, US
Fee 0% Commission 100%
Gross Revenue
$220,000.00
# of Accounts
285
Avg Client Age
55
Overview

My firm is focused primarily on coupling financial planning with fee based asset management. We feel that the development of the financial plan is paramount to the success of the client in assessing current situation and the incorporation of their goals, wants and desires. We have a growing focus on female clients in transition including divorce and loss of spouse as well as women business owners and execs that recognize the need for hiring an advisor/planner to help them facilitate and put into action the things that are important to them.

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